Representative Matters
Tax Planning and Partnership Tax Structuring
Tax planning and partnership tax structuring for flow-through entities and real estate transactions, including complex tax deferred exchange transactions under Section 1031 of the Code, planning to preserve long term capital gains and structuring for tax efficient exit transactions from joint ventures and partnerships.
Tax-Deferred Portfolio Transactions
Complex tax planning and structuring for tax-deferred portfolio transactions.
Tax Sensitive Strategies
Tax sensitive strategies for mergers and acquisitions.
Tax Planning for High-Net Worth Families
Tax planning for wealthy family groups including the tax aspects of complex investment strategies, maximizing charitable deduction strategies, family wealth transfers and individual taxation.
Advice for Real Estate Entrepreneurs
Primary tax and financial advisor to real estate entrepreneurs.